Planning & Budgeting with QuickBooks 2014

Sorted by:  

Asset Turnover Ratios and QuickBooks 2014

In QuickBooks, you should keep track of a couple of asset turnover ratios. The fixed-asset turnover ratio quantifies how efficiently a firm employs its fixed assets. The total assets turnover ratio also [more…]

Gross Margin Percentage Ratio and QuickBooks 2014

You can track your company's gross margin percentage ratio in QuickBooks. Also known as the gross profit margin ratio, the gross margin percentage shows how much a firm has left over after paying its cost [more…]

Return on Assets Ratio and QuickBooks 2014

Track your return on assets ratio in QuickBooks. The return on assets shows the return that the firm delivers to stockholders and the interest that the firm pays to lenders as the percentage of the firm’s [more…]

Profitability Ratios and QuickBooks 2014

Profitability ratios analyze a firm’s profitability, and you can use them in QuickBooks. In a sense, profitability ratios are the most important ratios that you can calculate. They typically provide terribly [more…]

The Purpose of Economic Value Added Analysis

The purpose of EVA analysis is simple: You want to see whether you’re earning an economic profit by owning your own business. You can use the information that you create with QuickBooks to help with your [more…]

Use Economic Value Added Analysis When Your Business Has Debt

In very large businesses, economic value added (EVA) analysis gets computationally burdensome. You can use the information that you create with QuickBooks to help use EVA analysis when your business has [more…]

The Theory of Capital Budgeting and QuickBooks 2014

When working with QuickBooks, it's helpful to understand the theory of capital budgeting. Capital budgeting boils down to the idea that you should look at capital investments [more…]

How to Calculate the Rate of Return on Capital

Calculating the rate of return on a capital investment is a little bit tricky, and you'll need more than QuickBooks. In almost every case, you need either a financial calculator [more…]

How to Calculate the Investment Amount

The first step in calculating a return is estimating the amount that you need to invest. Note you will need more than QuickBooks to make this calculation. Your best bet is to use Microsoft Excel. This [more…]

How to Estimate the Net Cash Flows in QuickBooks 2014

The process of estimating the net cash flows from the investment requires a bit more work than the previous exercise did. Although you're working with QuickBooks, you'll need the help of Excel or another [more…]

How to Calculate the Return Measure in QuickBooks 2014

There are two basic ways that you can calculate a return by using Microsoft Excel. You cannot do this calculation by using QuickBooks alone. To calculate a rate of return with Microsoft Excel, you first [more…]

QuickBooks 2014: Problems with the IRR Measurement

The internal rate of return (IRR) measurement makes a lot of intuitive sense. Capital budgeting is burdensome enough without being weighed down further by some tricky, abstract, theoretical capital budgeting [more…]

How to Measure Liquidity with QuickBooks 2014

For many smaller businesses, liquidity is important. If you're working with QuickBooks in a small-business setting, you need to understand the importance of liquidity. You can make only a limited number [more…]

Risk and QuickBooks 2014

Obviously, risk matters. Risk is an issue even with simple investments like bank CDs. But with capital investments, no government agency is looking out for your interest and picking up the pieces if things [more…]

Top-Line Budgeting and QuickBooks

Before you can create and use a budget in QuickBooks, you need to understand something about budgeting. A top-line budget is the simplest budget technique available. A top-line budget takes last year’s [more…]

Zero-Based Budgeting and QuickBooks

Creating and using a budget in QuickBooks requires some basic knowledge of budgeting techniques. A zero-based budget works from the bottom up. A zero-based budget starts with individual revenue, expense [more…]

Benchmarking and QuickBooks

QuickBooks is a powerful program, but creating and using a budget requires some basic knowledge of budgeting techniques. One very powerful but unfortunately infrequently used budgeting technique is benchmarking [more…]

How to Create a New Budget in QuickBooks

After you’ve come up with a budget by employing some budgeting tactics, you record your budget in QuickBooks. To create a new budget in QuickBooks, follow these steps: [more…]

How to Work with an Existing Budget in QuickBooks

In large companies with hundreds or thousands of employees, two or three people spend much of or even all of their year working with the budgeted data. To edit an existing budget in QuickBooks, follow [more…]

How to Use QuickBooks to Manage with a Budget

After you record your budget in QuickBooks, you can compare your actual financial results with budgeted amounts by choosing commands from the Budgets & Forecasts submenu that QuickBooks displays. When [more…]

The Downside of Using the Profit-Volume-Cost Model with QuickBooks

Like any abstract explanation of reality, the profit-volume-cost model isn’t perfect and there is a downside to using this model with QuickBooks. If you want to get nitpicky — and you should for a moment [more…]

QuickBooks and Financial Statements and Ratios

Before you get into the nitty-gritty details of creating a business forecast, you need to understand what financial statements and ratios are, and how to use financial statements and ratios to describe [more…]

QuickBooks and White Paper Business Plans

If you have QuickBooks Premier or QuickBooks Enterprise Solutions, you can choose the Company→Planning & Budgeting→Use Business Plan Tool command to start a wizard that steps you through the process of [more…]


Sign Up for RSS Feeds

Small Business & Careers